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Investment Managers Ser Tr I shares owned by Pursuit Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (PPI) shares owned by Pursuit Wealth Management from 13F filings

Historical chart of Pursuit Wealth Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I held by Pursuit Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr I by Pursuit Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 58k 18.63

More positions owned by Pursuit Wealth Management

First Tr Exchange-traded Wtr Etf (FIW)
American Centy Etf Tr Diversified Mu (TAXF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ea Series Trust Whitewolf Public (LBO)
American Centy Etf Tr Large Cap Equity (ACLC)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Intl Dev Strngth (FICS)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Pursuit Wealth Management

Top funds holding Investment Managers Ser Tr I

Astoria Portfolio Advisors
Hobbs Group Advisors
Vermillion & White Wealth Management Group
Oregon Pacific Wealth Management
Puff Wealth Management
LPL Financial
Latitude Advisors
BlackDiamond Wealth Management
Silverlake Wealth Management
Pursuit Wealth Management
Onyx Bridge Wealth Group
4wealth Advisors
Financial Services Advisory
Cascades Capital Asset Management
CLS Investments

View all funds holding Investment Managers Ser Tr I